AEM - The Fat Investor

Category: AEM

65 Posts

AEM & UMS: Any Upside Left After Explosive 1H 2026?

August 24, 2026 — 0 Comments

Featured image graphic titled "SG SEMICON PLUNGED 30%: WHY I'M NOT SELLING AEM, UMS & MICRO-MECHANICS." Includes company logos for AEM Holdings (SGX: AWX), UMS Integration (SGX: 558), and Micro-Mechanics (SGX: 5DD), alongside a financial stock chart showing a market pullback transitioning into long-term growth labeled "Thesis-Led Conviction."

AEM, Market Crash, Micro-Mechanics, UMS

SG Semicon Plunged 30%: Why I’m NOT Selling AEM, UMS & Micro-Mechanics

Portfolio Review, AEM, ANET, DBS, Food Empire, GOOGL, iFAST, Micro-Mechanics, OCBC, Portfolio Allocation, TSCO, ULTA, UMS, VEEV, Venture

Catching Complacency: Why 18% YTD Return Sounded the Alarm

Portfolio Performance, AEM, ANET, ISRG, Micro-Mechanics, OCBC, SHOP, TSCO, ULTA, UMS, VEEV

Half-time Report: Semiconductors Ignite 17% Portfolio Lead

Infographic for June 2026 Portfolio Update by The Fat Investor, split into three strategic blocks: "Reduced US" showing a drop to 24%, "Revealed SG" showing a pie chart of top Singapore holdings like iFAST, Venture, and AEM under a spotlight, and "Recycled Capital" showing a flow diagram of funds moving from divested/trimmed stocks into Food Empire, UMS, and S-REITs.

Portfolio Allocation, AEM, Amova-STC AREIT, ANET, DBS, Food Empire, Frasers Centrepoint Trust, Micro-Mechanics, OCBC, Parkway Life REIT, Portfolio Review, UMS

June 2026 Portfolio: Reduced US. Revealed SG. Recycled Capital

Food Empire, AEM, OCBC

Food Empire Café Phố Ground Report & FSMOne Odd Lots

Featured image for "The Fat Investor" blog post titled "Football Team of Stocks: 3 Lessons from My Best (and Worst?) Players Over the Years." The graphic shows a green soccer pitch filled with rising green stock charts arranged like a team formation, surrounded by market volatility graphics, a toll booth icon, and a digital clipboard.

Portfolio Review, AEM, Amova-STC AREIT, ANET, DBS, HRnetGroup, iFAST, Micro-Mechanics, OCBC, Parkway Life REIT, The Hour Glass

Football Team of Stocks: 3 Lessons from My Best (and Worst?) Players Over the Years

AEM, Multibagger

AEM 1Q 2026: 7 Quick Takeaways from CEO Opening Remarks (via NextInsight)

AEM, Micro-Mechanics, Multibagger, Portfolio Allocation, UMS, Venture

Portfolio Update: The SG Semiconductor Invasion (Time to Sell?)

Dividend, AEM, DBS, Frasers Centrepoint Trust, OCBC, Parkway Life REIT, VICOM

Do I Regret Selling OCBC and VICOM?